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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,005 | $108,701-94.5% | $74,723-92.0% | $152,909-96.1% |
| Participation rate | 16.7% | 65.4%-48.7pp | 54.5%-37.8pp | 82.5%-65.8pp |
| Annual return | 13.02% | 114.12%-101.1pp | 753.18%-740.2pp | 345.46%-332.4pp |
| Employer contribution / active EE | $188 | $1,504-87.5% | $1,084-82.7% | $4,764-96.1% |
| Participant deferral / active EE | $376 | $2,709-86.1% | $1,962-80.8% | $5,851-93.6% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |